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Disclosery

WealthPLAN Partners, LLC: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPLAN Partners, LLC on SPYM, newest first. How the timeline and the estimate are built.

WealthPLAN Partners, LLC held 106,502 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,502 shares
    Change vs previous 13F +39,322 shares

    1.79% of the 13F portfolio, value $9,359,360.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 67,180 shares
    Change vs previous 13F +16,051 shares

    0.99% of the 13F portfolio, value $5,141,982.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,129 shares
    Change vs previous 13F +3,801 shares

    0.61% of the 13F portfolio, value $4,101,591.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 47,328 shares
    Change vs previous 13F +5,341 shares

    0.56% of the 13F portfolio, value $3,707,678.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,987 shares
    Change vs previous 13F -41,991 shares

    0.49% of the 13F portfolio, value $3,052,036.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 83,978 shares
    Change vs previous 13F -7,134 shares

    0.78% of the 13F portfolio, value $5,522,393.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 91,112 shares
    Change vs previous 13F -6,102 shares

    0.89% of the 13F portfolio, value $6,281,261.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 97,214 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $6,562,917.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).